Scale alternatives diligence without building a larger internal team

We help capital allocators convert sponsor flow, market signals, and portfolio reporting into underwriting, monitoring, and client-ready investment views.

Pain Points for Capital Allocators

  • Inbound Deck Overload

  • Limited post-close visibility

  • Lack of bandwidth for pipeline development

  • Systematic evaluation of alternative offerings

From first-look sponsor decks to post-close monitoring, EM Capital gives allocators repeatable work product for live decisions, portfolio oversight, and stronger sponsor engagement.

More offerings, underwritten

Broader coverage without the internal headcount.

EM Capital helps allocators evaluate more sponsor flow, screen new real estate opportunities, and identify which offerings deserve deeper diligence.

Pipeline shortlist with rationale; 100% Sponsor Independent

Client Receives:

  • Pipeline screening

  • Sponsor-fit assessment

  • Initial diligence read

  • Client-fit recommendation

Faster, clearer investment views

Turn messy sponsor materials into a clear view.

Sponsor decks, PPMs, models, and reporting packages are normalized across track record, economics, fees, liquidity, reporting, and alignment.

A written assesment your team can use in the live decision.

Client receives:

  • Six-lens review

  • Normalized comparison

  • Key risks surfaced

  • Sponsor questions teed up

Independent post-close oversight

Monitor performance before the next sponsor update.

EM Capital tracks performance against underwriting, fee movement, NAV trends, leverage, thesis drift, and items to watch across allocated funds.

A quarterly read on what changed, what matters, and what to ask next.

Client receives:

  • Quarterly monitoring report

  • Performance vs. underwriting

  • Fund-level watchlist

  • Sponsor follow-up questions

More impactful discussions

Walk into the meeting with the issues already isolated.

Each deliverable identifies the highest-leverage questions and explains the risk-adjusted view, generating clear topics for IC, client updates, and sponsor meetings.

Talking points written for allocator delivery.

Client receives:

  • Client-ready interpretation

  • Sponsor questions

  • EM View and rationale

  • Next action items

HOW TO ENGAGE

Start with decision in front of you

Most allocators come to EM Capital at one of four moments. Choose the path that matches your live decision, send the materials, and get back decision-ready work product.

Comparing 1-4 offerings?

⬇

Start with a Decision Snapshot

Fast triage across multiple live opportunities using the six-lens framework. Receive a normalized comparison and a clear EM Capital View on each: proceed, proceed with conditions, or avoid.

Best for: first-look screening, sponsor shortlists, and

quick prioritization.

Delivery: 1-3 Business Days

Have one live deal or fund?

⬇

Start with an Underwriting Memo

Bottom-up diligence when a single decision requires conviction. EM Capital rebuilds assumptions, diagnoses fees and economics, pressure-tests downside, and surfaces the sponsor questions that matter.

Includes: allocator-ready memo, risk-adjusted view, and 60-minute executive debrief.

Delivery: 3-5 Business Days

Down to a few serious options?

⬇

Start with a Comparison Memo

Side-by-side underwriting across economics, fees, liquidity, exit path, structure, and key risks, with a relative recommendation and documented decision rationale.

Best for: final selection between multiple

credible options.

Delivery: 7-10 Business Days

Ongoing alts intelligence?

⬇

Start with the Alternative Intelligence Suite

Ongoing alternatives research: biweekly meetings, quarterly monitoring, ad-hoc underwriting/comparisons, RE pipeline development, and Resi-Alpha access.

Best for: ongoing monitoring, pipeline development, and

team leverage.

Implementation: 4 Weeks

Ad Hoc vs. Suite

Ad Hoc is fixed-scope work for a specific decision. You send one live deal or set of offerings; we deliver a memo within 1 to 10 business days. Best when decisions are episodic.

The Suite is an ongoing engagement, we become your alternatives research function. Best when you have a steady flow of decisions and want monitoring, pipeline, and underwriting under one roof.

How Long Does It Take?

Ad Hoc deliverables turn around in 1 to 10 business days, depending on materials and complexity.

The Suite onboarding takes about four weeks, portfolio mapping, data intake, monitoring framework setup, and pipeline configuration, before settling into a biweekly rhythm.

Pricing and turnaround are confirmed in the engagement letter.

Send One Live Decision

The fastest way to see how we work is to send us something real. One deal, one fund, one comparison, and we'll get back to you with a decision-ready work product.

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